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Adding Custom Procedures to Work Programmes - Cloud Audit (Mercia)

Follow these steps to add a custom Procedure to a Work Programme in the Cloud Audit (Mercia) template:

1. Select the pencil icon in the top-right to activate Edit View and use the three dots to Add Procedure:

 

You also have the option to add a new Procedure via the +:

 

2. Use the text fields provided to enter the description and an optional summary:

 

3. Use the tag icon to add assertions:

 

4. You can customise the Procedure settings by returning to the three dots on the left:

 

5. Ticking to Override the checklist settings provides additional response options, including amending the Response Type for the relevant information:

 

6. Once you are happy with your new Procedure, return to the pencil icon to exit Edit View:

 

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  • Related template: CaseWare Cloud Audit Mercia
  • Software platform: CaseWare Cloud